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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,929 | $73,009-75.4% | $90,760-80.2% | $68,486-73.8% |
| Participation rate | 46.1% | 70.8%-24.8pp | 75.7%-29.6pp | 67.9%-21.8pp |
| Annual return | -10.96% | -13.81%+2.9pp | -12.16%+1.2pp | -7.85%-3.1pp |
| Employer contribution / active EE | $878 | $2,193-60.0% | $2,922-70.0% | $2,597-66.2% |
| Participant deferral / active EE | $1,193 | $3,626-67.1% | $4,565-73.9% | $4,028-70.4% |
| Admin fee / account holder | $569 | $5,896-90.3% | $8,444-93.3% | $5,404-89.5% |